Apple drops out of top five in shipments for first time, Huawei regains lost ground

China’s smartphone market is undergoing tremendous changes. IDC has just released China’s smartphone market shipment data for the second quarter of 2024. To the surprise of the outside world, Apple's mobile phone shipments fell by 3.1%, falling out of the top five in the Chinese market for the first time in four years; Huawei ranked second with a market share of 18.1%, and its shipments increased by more than 50% year-on-year. "Huawei falls, Apple is full." This was the consensus generally formed by the outside world when Huawei's mobile phone business encountered difficulties a few years ago. But now, with the return of Huawei mobile phone 5G, this situation is being reversed. Yu Chengdong lamented in 2021 that Huawei's high-end mobile phone market has been given to Apple, and the mid-to-low-end market has been given to OPPO, vivo and Xiaomi. Now, has Huawei succeeded in “revenge”? Huawei regains lost ground The latest mobile phone quarterly tracking report released by IDC shows that in the second quarter of 2024, China's smartphone market shipped approximately 71.58 million units, a year-on-year increase of 8.9%, continuing the growth momentum. Among them, vivo ranks first in China's smartphone market with a market share of 18.5%, a year-on-year increase of 17.1%; Huawei ranks second with a market share of 18.1%, a year-on-year increase of more than 50%; OPPO ranks first with 15.7% Its market share ranks among the top three in the market, with Honor and Xiaomi ranking fourth and fifth respectively.

1. Huawei regained the first place

Huawei’s shipments increased the most year-on-year, continuing the trend in the first quarter.

2. Canalys data

In the first quarter of 2024, Huawei shipped 11.7 million units, with a market share of 17%, regaining the first place in the mainland Chinese market.

3. IDC data

In the first quarter of 2024, Huawei’s market share was 17.0%, tied for first place with Honor.

4. Huawei is back

In August 2023, Huawei launched the Mate 60 Pro Pioneer Plan and started selling the Mate 60 series directly.

5. Pioneer Plan

Mate X5, nova 12 series and other products have also joined the Pioneer Plan.

6. 5G returns with Hongmeng OS support

Huawei has regained its lost ground in the mid-to-high-end market with the Mate 60 series and nova 12 series.

It is worth noting that on April 18 this year, Huawei’s Pura 70 series once again went on sale with a sudden pioneer plan. Similar to the direct launch of the Huawei Mate 60 series in August last year, all Huawei’s online channels were sold out in seconds. ". With the launch of Huawei's Pura 70 series, Huawei has further recovered its previous market share and revenue losses.

Apple is hurt the most?

It is worth noting that with the return of Huawei’s 5G and flagship phones, Apple is the most hurt.

When Huawei's mobile phone business encountered difficulties before, there was a saying that "Huawei fell, Apple was full". In 2021, Yu Chengdong, chairman of Huawei Terminal BG, said in Moments: "In less than two years, the United States has imposed four rounds of sanctions on Huawei, each one more vicious than the other, forcing Huawei's consumer business into extreme difficulties. , unable to ship". He also believes that "the high-end market of Huawei mobile phones has mainly been given to Apple, while the mid-range and low-end market has been given to OPPO, vivo and Xiaomi."

Apple’s performance in the Chinese market is weak

1. IDC data shows that in the fourth quarter and full year of 2023, Apple’s mobile phone shipments ranked first in the domestic market.
2. As Huawei’s market share returns, Apple shows weakness in the Chinese market.
3. In the first quarter of this year, IDC data showed that Apple and OPPO jointly ranked third in the domestic market, with shipments plummeting 10.7%; Canalys data showed that Apple suffered the largest decline, ranking fifth, with shipments plummeting 25% year-on-year.
4. Apple’s financial report shows that in the first fiscal quarter of fiscal year 2024 (fourth quarter of 2023), Apple’s revenue in Greater China decreased by 13% year-on-year.
5. Ming-Chi Kuo reported that Apple’s 2024 iPhone shipment forecast has been lowered to 200 million units, a year-on-year decline of 15%.
6. IDC report shows that Apple’s iPhone shipments fell by 3.1% in the second quarter, and its sales ranking in the Chinese market fell out of the top five.
7. Canalys reported that Apple’s iPhone shipment ranking dropped to sixth in the second quarter, with its market share declining by 2% year-on-year.

Apple has limited innovation

8. Apple has been criticized for having limited innovation.
9. Apple has been slow to move in the fields of foldable screen phones and large AI models.

Xiaomi is affected by Huawei’s return

10. Huawei’s return also has an impact on Xiaomi.
11. Xiaomi has indeed benefited from the absence of Huawei.

    

    1. 라이카는 화웨이 휴대폰과 협력한 후 화웨이 휴대폰 이미지의 상징적인 요소가 되었습니다.
12. Xiaomi는 Leica와 협력한 후 여러 세대의 제품을 출시하여 이미징 기능과 영향력 측면에서 Xiaomi 휴대폰에 큰 축복을 가져왔습니다.
13. Xiaomi 그룹의 2023년 연간 재무 보고서에 따르면 스마트폰 부문 수익은 1,575억 위안으로 2022년 대비 5.8% 감소한 것으로 나타났습니다. 이는 주로 스마트폰 출하량 및 ASP 감소로 인한 것입니다.
14. IDC 데이터에 따르면 샤오미는 2023년 중국 휴대폰 시장에서 시장 점유율 13.2%로 여전히 5위를 기록했지만, 출하량이 전년 대비 8.5% 감소한 것으로 나타났습니다.
15. 올해 1분기 화웨이가 시장 1위로 복귀한 반면, 샤오미는 시장 5위권 밖으로 밀려났습니다.
16. 올 2분기 샤오미는 시장점유율 14.0%로 5위에 올랐고, 출하량이 전년 동기 대비 16.5% 증가하며 주류 시장으로 복귀했다.
17. 샤오미의 자동차 사업은 샤오미 SU7의 성공을 경험하고 있으며, 화웨이의 복귀로 샤오미는 휴대폰 사업의 기초방어력도 강화하게 됐다.

The above is the detailed content of Apple drops out of top five in shipments for first time, Huawei regains lost ground. For more information, please follow other related articles on the PHP Chinese website!